Mackay Financial Planning, LLC
Mackay Financial Planning, LLC (CRD# 169583) is a financial advisory firm headquartered in Springfield, MO. They manage $25,500,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$850,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Mackay (CRD# 4425867) is an Investment Advisor Representative working at Mackay Financial Planning, LLC in Springfield, MO and has over 16 years of experience in the finance industry. James Mackay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.